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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,343 | $154,159+132.4% | $130,026+175.6% | $139,456+157.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.26% | 32.50%-12.2pp | -137.26%+157.5pp | 373.45%-353.2pp |
| Employer contribution / active EE | $18,117 | $5,292+242.4% | $4,321+319.3% | $4,753+281.2% |
| Participant deferral / active EE | $14,378 | $6,710+114.3% | $5,821+147.0% | $6,711+114.2% |
| Admin fee / account holder | $2,123 | $14,001-84.8% | $10,608-80.0% | $11,407-81.4% |